Institutional Ownership Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB). We have compiled data on the 1,397 institutions that hold shares in the stock, with a total of 92.9 Million shares, which have been reported (via 13F filing form) to have a value of $31.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
13,376
shares
|
$4.48 Million
1.69% of portfolio
|
Q1 2023
Reduced 2.09%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
13,252
shares
|
$4.44 Million
0.34% of portfolio
|
Q3 2024
Added 41.78%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
13,078
shares
|
$4.38 Million
0.76% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
13,067
shares
|
$4.38 Million
1.37% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
13,049
shares
|
$4.37 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
12,969
shares
|
$4.35 Million
0.05% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
12,949
shares
|
$4.34 Million
1.68% of portfolio
|
Q3 2024
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
12,910
shares
|
$4.33 Million
0.16% of portfolio
|
Q4 2023
Added 754.97%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
12,857
shares
|
$4.31 Million
0.24% of portfolio
|
Q4 2024
Added 12.63%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
12,804
shares
|
$4.29 Million
0.15% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
12,795
shares
|
$4.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 72.29%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,740
shares
|
$4.27 Million
0.98% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
12,722
shares
|
$4.26 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
12,673
shares
|
$4.25 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
12,624
shares
|
$4.23 Million
0.93% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
12,369
shares
|
$4.15 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
12,155
shares
|
$4.07 Million
0.04% of portfolio
|
Q3 2024
Added 85.26%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
12,149
shares
|
$4.07 Million
1.15% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
12,095
shares
|
$4.05 Million
0.25% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
12,077
shares
|
$4.05 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
12,002
shares
|
$4.02 Million
0.05% of portfolio
|
Q2 2024
Added 5.28%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
11,946
shares
|
$4 Million
0.27% of portfolio
|
Q2 2024
Added 1540.93%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
11,849
shares
|
$3.97 Million
0.23% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
11,842
shares
|
$3.97 Million
0.25% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
11,803
shares
|
$3.96 Million
3.45% of portfolio
|
Q4 2024
Reduced 1.4%
|